The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE SYSTEMS INCORPORATED COM 00724F101 6,607 14,500 SH   SOLE   14,500 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 9,677 46,760 SH   SOLE   46,760 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 11,913 90,025 SH   SOLE   90,025 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 7,105 65,300 SH   SOLE   65,300 0 0
ALPHABET INC CAP STK CL C 02079K107 31,728 11,360 SH   SOLE   11,360 0 0
AMAZON COM INC COM 023135106 27,038 8,294 SH   SOLE   8,294 0 0
AMERICAN EXPRESS COM 025816109 8,948 47,850 SH   SOLE   47,850 0 0
AMERICAN TOWER CORP NEW COM 03027X100 18,204 72,463 SH   SOLE   72,463 0 0
AVANTOR INC COM 05352A100 13,408 396,450 SH   SOLE   396,450 0 0
BOOKING HOLDINGS INC COM 09857L108 3,887 1,655 SH   SOLE   1,655 0 0
CARVANA CO CL A 146869102 69 580 SH   SOLE   580 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 7,976 14,621 SH   SOLE   14,621 0 0
COPART INC COM 217204106 13,509 107,670 SH   SOLE   107,670 0 0
COSTAR GROUP INC COM 22160N109 4,113 61,750 SH   SOLE   61,750 0 0
EXPEDIA GROUP INC COM NEW 30212P303 3,620 18,500 SH   SOLE   18,500 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 5,021 50,000 SH   SOLE   50,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 9,909 75,000 SH   SOLE   75,000 0 0
ISHARES TR CORE S&P TTL STK 464287150 3,028 30,000 SH   SOLE   30,000 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 7,899 50,000 SH   SOLE   50,000 0 0
MARRIOTT INTL INC NEW CL A 571903202 4,156 23,650 SH   SOLE   23,650 0 0
MASTERCARD INCORPORATED CL A 57636Q104 11,803 33,026 SH   SOLE   33,026 0 0
MCDONALDS CORP COM 580135101 1,289 5,214 SH   SOLE   5,214 0 0
MICROSOFT CORP COM 594918104 32,745 106,207 SH   SOLE   106,207 0 0
MONDELEZ INTL INC CL A 609207105 1,216 19,375 SH   SOLE   19,375 0 0
MOODYS CORP COM 615369105 4,479 13,275 SH   SOLE   13,275 0 0
NETFLIX INC COM 64110L106 11,462 30,600 SH   SOLE   30,600 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 9,935 440,000 SH   SOLE   440,000 0 0
PARKER-HANNIFIN CORP COM 701094104 4,729 16,667 SH   SOLE   16,667 0 0
PAYSAFE LIMITED ORD G6964L107 2,034 600,000 SH   SOLE   600,000 0 0
PEPSICO INC COM 713448108 1,067 6,374 SH   SOLE   6,374 0 0
SABRE CORP COM 78573M104 3,486 305,000 SH   SOLE   305,000 0 0
SPDR SER TR S&P OILGAS EXP 78468R556 417 3,100 SH   SOLE   3,100 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 6,594 14,600 SH   SOLE   14,600 0 0
S&P GLOBAL INC COM 78409V104 17,514 42,699 SH   SOLE   42,699 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 5,316 9,000 SH   SOLE   9,000 0 0
TWITTER INC COM 90184L102 3,482 90,000 SH   SOLE   90,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 6,744 189,000 SH   SOLE   189,000 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1,900 33,000 SH   SOLE   33,000 0 0
VISA INC COM CL A 92826C839 8,339 37,600 SH   SOLE   37,600 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 8,592 227,000 SH   SOLE   227,000 0 0
WELLS FARGO CO NEW COM 949746101 391 8,060 SH   SOLE   8,060 0 0